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October 11, 2022
Fall 2022 Investor Letter: What Is The Good News
The current investing environment has been especially challenging due to the fact most investment vehicles have generated a negative return this year. The…
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October 6, 2022
Job Market May Be Weakening
Employment data released today gives some indication the job market is weakening. The Challenger Layoff report for September shows job-cuts increased 46% month…
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September 26, 2022
Equity Market Testing June Low
The month of September is living up to its reputation as one of the worst performing months during calendar years. In just the past two weeks alone the S&P 500…
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September 18, 2022
An Economic And Market Environment Difficult To Evaluate
Much of the economic data is giving off conflicting signals making it difficult to assess the future direction of the market. However, if the Fed is nearer the…
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August 29, 2022
Market Turns Lower On Fed Comments
On Friday the markets digested comments from Federal Reserve chairman, Jerome Powell that came from the Jackson Hole economic symposium. Based on his comments,…
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August 14, 2022
Favorable Equity Market Technicals
For some equity market strategists, their primary focus in evaluating the market's future direction is the price action of the market itself as well as the…
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August 8, 2022
Recession or Not
Undoubtedly the current investing environment for investors is as tough a one as there has been for some time. Compounding interpretation of the data now is…
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July 24, 2022
The Bulls Regain Some Footing
The S&P 500 Index closed out the week ending July 22 with a gain of 2.57%. Since mid-June the weekly return for the market has alternated between a positive…
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July 12, 2022
Summer 2022 Investor Letter: A Bear Of A Market
The first half of 2022 has been a series of near records for both the economy and the investment markets. Inflation is at a level last seen in 1982, the S&P…
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July 12, 2022
Small Businesses In A Sour Mood
The NFIB Small Business Optimism Index has fallen a near record thirteen points from a year ago. The June Index level was reported at 89.5 and the NFIB report…
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July 11, 2022
Investors Remain Bearish, Maybe A Positive For Equities
Both individual and institutional investors continue to express a low level of bullishness, levels generally associated with equity market bottoms. There does…
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June 24, 2022
Maybe The Beginning Of An Equity Market Recovery
The S&P 500 Index closed up 6.33% for the week ending June 24, 2022. For investors this feels like an enormous win after the market was down -10.93% in the…
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